CENTENNIAL ADVISORS, LLC

RIASEC RegisteredEst. 2021

Total AUM

$237M

Discretionary

$237M

100% of AUM

Avg account

$200K

Accounts

1,188

Employees

Advisory reps

Firm details

Headquarters: AUSTIN, Texas
CRD number: 290778
Registered since: December 16, 2021
Website: iwanttoretirewell.com
Custodians: FIDELITY DISTRIBUTORS COMPANY LLC, CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Fixed Fees
Client types: Individuals59.31%
HNWI38.24%
Pension & Profit Sharing Plans2%
Corporations / Businesses0.44%
Services: Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers

Firm profile

FINTRX

Overview

Centennial Advisors, LLC is an independent registered investment adviser formed as an LLC and registered with the SEC in 2021. The firm serves both individuals/families and institutional clients and positions itself as a capital allocator and adviser that blends portfolio management with financial planning and selection of third‑party managers. Compensation is a mix of percentage‑of‑assets fees and fixed fees. Centennial also operates in insurance distribution—listing insurance brokerage and other financial product sales among its activities—and has industry roles that include sponsorship or managing member responsibilities for pooled vehicles. The firm does not identify as an active ESG investor and is not classified as a multi‑state adviser in the source data. Its advisory remit emphasizes individualized planning and portfolio management for individuals and small businesses, alongside the use of outside managers where appropriate.